What this category's data looks like
The materials for the research project task book signing scenario include three types: project task books, subject task breakdown tables, and budget books. The project task book is the main record, the subject task breakdown table carries the subject-level split, and the budget book carries funding categories and amounts. The materials come from a research management or project application system and stay synchronized with the signing process and version adjustments. The field characteristics center on names, quantities, dates, signatures, and receipts: names must be consistent with the project approval wording, quantities must correspond item by item with the breakdown table, dates must cover the signing, effective, and receipt milestones, and signatures must be complete. When the materials enter knowledge base retrieval, the task book serves as the main retrieval object, while the breakdown table and budget book serve as cross-verification sources, respectively carrying traceability for the subject and funding dimensions.
Configuration and implementation checks
This step is executed by the knowledge base retrieval service (retrieval node and search test), outputting candidate chunks and similarity scores (after pattern, merge, rerank, filter, and limit trimming). The exception list and review conclusions are completed by subsequent nodes or manually.
| Object | Check | Verification action |
|---|---|---|
| Project task book | Names, dates, and signatures must be consistent with the project approval wording, and receipts must not be missing | Retrieve task book entries in the search test, and check the name, date, and signature fields in the candidate chunks |
| Subject task breakdown table | Subject names and quantities must correspond item by item with the task book, and versions must be synchronized | Retrieve once each with synonym-rewritten questions, compare candidates and scores, and check whether the subject quantities match |
| Budget book | Funding categories and amounts must be consistent with the task book's budget wording, and dates must cover the signing milestone | Switch searchMode to semantic, full-text, or hybrid, compare the number of candidates and scores, and check categories and dates |
| Exception list and review conclusions | Each exception has supporting original records, and reviewer signatures are complete | Compare the top few rankings before and after enabling usingReRank, record the number of candidates and scores, and check the cited text tokens and limit trimming |
Three common errors
- Symptom: the subject name or quantity for the same record does not match between the task book and the breakdown table. Cause: the two materials' versions were not synchronized, and only one of them was updated after signing.
- Symptom: the funding categories in the budget book are inconsistent with the task book's budget wording. Cause: after category adjustments, the task book was not written back, causing dates and amounts to be misaligned between the two materials.
- Symptom: the exception list lacks supporting original records or reviewer signatures. Cause: receipts were not archived, the review step left no trace, and exceptions cannot be traced back to the source materials.
How to verify the setup
This feature's acceptance: test once each with synonym-rewritten questions, compare candidates and similarity scores, then toggle rerank to inspect the top few rankings, and record the number of candidates and scores.
Business test: create an exception record, see whether it can be traced back to the source materials, and check whether the exception list and review conclusions have supporting original records and signatures.
- In the search test, switch retrieval modes, compare the number of candidates and scores, and check the name, quantity, date, and signature fields of the task book, breakdown table, and budget book.
- Compare the top few rankings before and after enabling rerank, check the cited text tokens and
limittrimming, record the number of candidates, and confirm that exceptions can be traced back to the source materials.